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ruiner's avatar
ruiner
Frequent Visitor
3 years ago

Filtering based on parent grouping

I have a table laid out like this:   EmployeeId CompanyId FinancialPeriodId GroupId StatusId 1 10 5 1 1   My visual is grouped by company, financial period and then status. I nee...
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v-yueyunzh-msft's avatar
v-yueyunzh-msft
Community Support
3 years ago

Hi, ruiner Based on your problem and description of the source data, it seems that you created two calculated tables using DAX and slicers for some dimensions: company, group, and financial period, but you find that the calculated table is not responding to the slicer and I need values to fit the slicer settings, right?

If that's the case, I think you can first check which table the dimensions you put in the slicer (company, group, and financial period) come from, and if it's from the table "PositionByEmployee" or the table "Position", I think you need to go to the data model page to check if the field you're currently placing in the visual is from the table "Headcount" that really has a relationship with the table in the slicer:

Because the correct inter-table relationship is the first prerequisite for your slicer to take effect, there is also a prerequisite that the interaction of your slicer needs to be enabled with other visuals, for this setting is in "Edit interaction", you can check this document for details:

Change how visuals interact in a report - Power BI | Microsoft Learn

 

If you can't find the root cause of the problem after checking, you can upload a download link to your test .pbix file (which does not contain any sensitive data) for further study.

 

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

 

Best Regards,

Aniya Zhang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

  • ruiner's avatar
    ruiner
    Frequent Visitor
    3 years ago

    Hi, v-yueyunzh-msft ,

     

    Thank you very much for the detailed response. It worked as expected on the sample dataset, but unfortunately it does not give the same numbers as the query on the full dataset.

     

    vs

     

     

    The second image has the correct numbers. If you're unsure what could be causing this I can provide a larger sanitized dataset if you're able to look into this further for me.

     

    Thanks!

     

    • v-yueyunzh-msft's avatar
      v-yueyunzh-msft
      Community Support
      3 years ago

      Hi , ruiner 

      Thanks for your quick response!

      I think it may be that there is some difference between my understanding and your needs. This is my undertand for your need:

      If there is a problem with my understanding, you can point it out, and for your problem, you can provide me with a little more data, and then provide some detailed calculation process and results.

       

      Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

       

      Best Regards,

      Aniya Zhang

      If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

      • ruiner's avatar
        ruiner
        Frequent Visitor
        3 years ago

        Hi v-yueyunzh-msft ,

         

        It was actually a problem with my slicers that I have fixed. I am still having a problem however. When multiple selections are present on the slicers the totals are cumulative instead of being per group.

         

         

        Do you have any ideas how to correct this?

         

        Thanks for your help!